Institutional Ownership Nuscale Power Corp (SMR)
This table provides information about the institutional ownership of Nuscale Power Corp (SMR). We have compiled data on the 552 institutions that hold shares in the stock, with a total of 91.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,100
shares
|
$24,695
0.0% of portfolio
|
Q3 2025
Added 292.86%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
1,058
shares
|
$23,752
0.01% of portfolio
|
Q4 2025
Reduced 3.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,025
shares
|
$23,011
0.0% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$22,450
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Caz Investments LP
Houston, TX |
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$22,450
0.08% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
965
shares
|
$21,664
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
950
shares
|
$21,327
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
950
shares
|
$21,327
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
916
shares
|
$20,564
0.01% of portfolio
|
Q3 2025
Reduced 19.65%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
850
shares
|
$19,082
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
825
shares
|
$18,521
0.01% of portfolio
|
Q4 2025
Added 21.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
775
shares
|
$17,398
0.0% of portfolio
|
Q4 2025
Reduced 7.74%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
700
shares
|
$15,715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
700
shares
|
$15,715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
700
shares
|
$15,715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
697
shares
|
$15,647
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
600
shares
|
$13,470
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
598
shares
|
$13,425
0.0% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
570
shares
|
$12,796
0.0% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
560
shares
|
$12,572
0.0% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
550
shares
|
$12,347
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
503
shares
|
$11,292
0.0% of portfolio
|
Q3 2025
Added 46.65%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
500
shares
|
$11,225
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
500
shares
|
$11,225
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
500
shares
|
$11,225
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|